TT you're right. for now, I also feel the price is too high. I rather buy banks with better yield.
for the new products, please don't underestimate the power. 1 deal of oil is enough to change the game, as China trades insane amount of oil in this region.

agree that the current price is unreasonable, given the rising interest environment and very poor daily transaction volume

Treetop i guess Razak's exchange completion might bring more commodity trading in. probably oil and iron ore
those will boost bursa's earning

very good. more bargains coming

isn't that good? higher revenue, and lower share price

For year 2019, even bursa pay 20 cents dividend, the share price hit about $7. that's like 3% yield.

Treetop, messi.
Mind sharing at what price would you buy Bursa? considering fed may raise rate till end of year to 2%

Can anyone please help me with this question?
Nowadays palm price is high, but why UP's share price is dropping? is it because they are tied into fixed price contract signed in the past?

thanks wsb for sharing the good info

wsb, could you please share why Q1 is low sales? is it because agents are on holiday mood, so cannot perform after Xmas holiday

obs, do you have friends in insurance industry to check on? sometimes competitor launch promo, which will eat up Allianz new sales.

Thanks obs. Do you think Petgas can raise utilities price, to cover higher gas cost?

observatory what do you think of the recent quarter?

If Bursa makes 8 cents per quarter, 32 cents a year. It can pay about 4% dividend, seems reasonable amount for low risk company? Other exchanges are also paying about 3% dividend

I like the negative news

Dividend in today? what time?

Shenzhen and bursa link up may help also
https://exbulletin.com/business/1531190/
CHINA is undeniably a leading financial market for Malaysian investors, given the growth of its financial sector and the rapid expansion of business and financial investment globally.

This is particularly evident since China’s financial liberalization, where various policies to reform the country’s financial markets have been implemented – including on its stock exchanges.

At the same time, Chinese investors are also looking for investment opportunities beyond their national borders, especially in Asean countries.

Located in the heart of Asean, Malaysia is an important gateway to one of the fastest growing regions in the world.....

Treetop is there any chance Bursa add more commodities trading, like iron ore and oil? the reason I ask is that BHP and Aramco has recently invested in malaysia.

Warren buffet's father is government. so he has more insider than others
Diversify more, because the info you got is way lesser than what Warren can get

the price keep dropping any idea what happen?

why share price so cheap, people still sell? don't funds know it's super cheap now?

if Fed raise rate again, the volume will drop further

Treetop well said. it's worth to understand every possible situation. the short covering theory could be valid, thanks for sharing it. The brokers use the story about election boost, to justify for the increase in price. but from the past, election only can push up transaction for 1 month. It's insufficient to bring much value

I have another question. If Funds want to buy & keep Bursa, they will slowly buy & not let the shares shoot up so much in short span of time? How do they prevent insider from leaking the info?

Treetop what do you think is the reason for recent spike in share price?

this kind of sure profit company, why the government want to list it?

who is pushing up the share price?

is Allianz the best insurer to buy for long term? i have bought LPI already. looking to add another one

Does most government agency use maybank?

How many % of genting business depend on singaporeans?

no benefit. Petgas only deliver gas locally

observatory, any idea why Petgas peak at $24 in 2014, then keep going downtrend over the years?

Will government allow more competitors to lend to civil servants? If so, RCE's monopoly status will be gone?

of cos i like also, but are they doing well?

why earning drop still pay higher dividend?

Is it possible for government to issue another gaming license to Tropicana?

Is there any chance Bursa add more derivatives or commodities futures? right now, it only trade palm oil for commodities

thank you MOBA

hello, anyone could share how to check the daily stock trading value?

everybody back to office to work? do you work from home?

why genting drop so much? most of its business from locals anyway

this stock is for old people

Will malaysia go into another lockdown? feel like converting my genting shares to banks. this covid seems never ending

goody i think insurance company benefit from it. Less traffic, less accident, less payout. But premium is the same

Lawman thank you for sharing your experience.
the founder's age is also my main concern about buying into LPI & Public bank. they may be taken over by other shareholders which can't manage well.
Fire insurance can be extremely price sensitive, as we move into digital age. they could be bundled into Grab's / Lazada's online packages. LPI benefit currently from gov's ignorance, but don't think the situation will remain for long. Everyone eyeing the fat pie

I dislike also about LPI's focus on fire. If they have more diversified like life insurance, hospitalization, etc. At least they can buffer for shocks

Lawman thank you for the good article on fire insurance.
the problem here is that LPI's fire insurance price is much higher than Great eastern. Public bank bundle LPI fire insurance into their mortgage and force borrowers to buy it at about 50% more expensive than market rate.
If bank negara allow borrowers to freely choose their fire insurer, then LPI could suffer?

Most of LPI profit comes from Fire insurance. Do you think this model is sustainable?
because their fire insurance is bundled with public bank mortgage, and sell at high mark up. If government start to regulate them, will LPI profit fall drastically?

dont worry, they wont pull out. Japan invade malaysia during ww2 for resources, now they can legally own a share of the economy via aeon. why would they exit?

Bunker = RM 6 b (i made a mistake earlier)
Bunker Net profit = 2% X 6b = 120m
Impact on Petgas Net profit = 120m/2b = 6% (not much)

Let's observe if transhipment can do well. Probably that's better because the volume is much higher

Petgas may partner Dialog, and use Pengerang for transhipment
https://www.hydrocarbonengineering.com/gas-processing/26112014/malaysia-boosting-domestic-gas-1691/

LNG trans-shipment: This is a highly likely option. While PLNG-2 is only providing regasification services for now, Petronas Gas stated that the joint venture could also offer such services to ‘other potential third party customers’.

you're right. the bunkering is not transshipment. So Petgas only pump fuel for the ships
the market will grow in 10X by 2027. The Sino US clash will result in more China ships choosing to bunker with Petgas, as China try to build up it's own non-US supply chain.

If Petgas really dominate the LNG bunkering market in Straits of melaka, then it's a huge deal. 30% of ships in the world pass through the strait.

https://www.alliedmarketresearch.com/lng-bunkering-market
Global LNG bunkering market size was valued at $0.38 billion in 2019, and is projected to reach $5.14 billion by 2027, growing at a CAGR of 45.2% from 2020 to 2027. LNG bunkering is the process of transferring LNG to a ship for its own consumption. The advantages of using LNG as a marine fuel in the shipping industry include less shipping emissions, lower operating & shipment costs, safety, non-toxic, and others. Stringent environmental regulation toward pollution caused by ship transportation is expected to be the primary growth factor in the LNG bunkering market